Online booking. Connected to your office.

Your calendar, connected.
Your bookings, on autopilot.

Share your booking page and let clients choose a time that works. TAAX keeps appointments, confirmations and scheduled reminders connected to your team and client records.

Sign up for free Try the booking calendar

Full access. No credit card required.

A connected booking calendar on a laptop, with a professional profile and appointment confirmation

Business profile

Your personal URL and booking page, ready to share.

Automated reminders

Keep clients informed with reminders that follow your settings.

Team calendars

Keep staff availability and client appointments in sync.

FROM BOOKING TO FOLLOW-THROUGH

One booking. Every next step connected.

Set your availability and reminder rules once. TAAX keeps the appointment connected to the client and your team.

  1. 01YOUR SETUP

    Make time available.

    Choose services, appointment lengths, staff availability and buffer time. Share your personal booking link.

    30-minute consultation · 15-minute buffer
  2. 02CLIENT BOOKING

    Let clients choose.

    Clients select a service and an available time online. The booking stays linked to their client record.

    Jason Parker · Tuesday, 10:30 AM
  3. 03CONFIGURED AUTOMATION

    Keep everyone ready.

    Run scheduled confirmations and reminders. Collect the intake details your office needs before the meeting.

    Confirmation → Reminder → Intake
  4. 04CONNECTED FOLLOW-THROUGH

    Carry the context forward.

    Keep appointment history, client details and the next task together, so your team can pick up where the meeting ends.

    One client record · A clear next step
Try the booking example
Start here, or continue your client’s journey

Make time to discuss the filing.

Choose a sample calendar slot, confirm Jason’s appointment and capture the meeting outcome before billing.

TAAX
Northstar Tax · Appointment example

Jason’s filing review

New to this journey? The calendar is an optional starting point. You can explore intake and documents later.

Start with a calendar slot or continue your existing sample workflow.

Interactive illustration · No real appointment, notification or meeting link is created. Completing this example does not file a tax return.

Less back-and-forth. More bookings.

Make it easy to book.
Keep control of your time.

Share your booking link and let clients choose from your available times—even if they don’t use the app.

01  Set the rules

Choose durations, buffer times and booking windows.

02  Share your availability

Clients select a service, staff member and available time.

03  Keep the process moving

Enable auto-approval and send confirmations after booking.

TAAX Pro  /  Book an appointment

Let’s find a time that works.

Tax consultation

30 minutes · Virtual meeting · Alex Morgan

September 2026

Mon

14

Tue

15

Wed

16

Thu

17

Fri

18

Available times · Eastern Time

9:00 AM

10:30 AM

2:00 PM

Continue to booking
Illustrative booking flow · Availability follows your calendar settings Illustrative booking flow
The whole team in sync

One clear view.
Every calendar.

Manage daily, weekly and monthly schedules in one place. Match each appointment to the right service, person and location.Match each appointment to the right service, person and location.

Monday, September 14

All staff · All locations

Alex Morgan

9:00 AM · Tax consultation Jason Parker · Virtual

Maya Chen

11:30 AM · Document review Avery Morgan · In office

Noah Carter

10:00 AM · Business planning Casey Reed · Virtual

Alex Morgan

Tax specialist

9:00 AM · Tax consultation

Jason Parker · Virtual

11:00 AM · Available

Open for client bookings

Maya Chen

Office manager

11:30 AM · Document review

Avery Morgan · In office

2:00 PM · Client onboarding

Sam Rivera · Virtual

Noah Carter

Business advisor

10:00 AM · Business planning

Casey Reed · Virtual

1:00 PM · Unavailable

Time blocked on calendar
Illustrative team schedule · Sample clients Illustrative team schedule · Sample staff, clients and appointments

Individual availability

Each employee has their own calendar and notifications.

Virtual or in office

See meeting details for each service and staff member.

Time that stays yours

Block holidays, personal time and unavailable dates.

READY BEFORE THE APPOINTMENT

Fewer reminders to send.
Better details to start with.

Keep booking updates and client intake in the same flow, with less back-and-forth before the conversation.

CONFIRMATIONS & REMINDERS

The right update, at the right time.

Use your reminder settings to keep clients and staff informed as appointments are booked, rescheduled or cancelled.

SAMPLE APPOINTMENT · JASON PARKER
Your appointment is confirmed.

Tax consultation · Tuesday, 10:30 AM

Confirmed
A reminder before the meeting.

Email and SMS follow your configured schedule.

Scheduled
Plans change? Keep the record current.

Reschedules and cancellations stay with the appointment.

Your schedule. Your reminder rules.
CLIENT INTAKE

Start with the information you need.

Send a questionnaire with the booking to capture contact details, appointment goals and preparation questions before you meet.

NEW CLIENT QUESTIONNAIRE Completed
Client
Jason Parker
Appointment goal
Review personal tax filing questions
Meeting preference
Virtual consultation
Responses stay connected to the client.
Less time repeating questions when the meeting starts.

Illustrative appointment and questionnaire. Reminder delivery follows your configured settings.

YOUR SCHEDULE, WITH CONTEXT

Know what’s booked.
See what needs you.

TAAX AI brings your team’s appointments and preparation needs into one briefing, so you don’t have to piece together the day from separate tools.

  • See the day across your team.

    Appointment times, clients and assigned staff in one view.

  • Spot preparation gaps.

    See pending intake and the client information to review.

  • Keep the next step connected.

    Move from the briefing to the client’s context and follow-up work.

Explore the connected workflow
TAAX AI · SAMPLE BRIEFING

Your team’s day, at a glance.

4 appointments

“What needs my attention today?”Your appointments, with the context that matters.

JP
Jason Parker

Tax consultation · Alex Morgan

Confirmed
CR
Casey Reed

Business planning · Noah Carter

Confirmed
AM
Avery Morgan

Document review · Maya Chen

Confirmed
SR
Sam Rivera

Client onboarding · Maya Chen

Intake pending
One item to check before 2:00 PM.

Sam’s intake questionnaire is still pending. Review the client details before the appointment.

Illustrative briefing · Fictional clients and appointments
FROM BOOKED TO READY

The meeting is booked.
The context comes with it.

Keep the appointment, meeting details and client relationship together, so the next conversation starts with the right information.

  • A clear place to join.

    Keep the virtual meeting details with the appointment.

  • Preparation close at hand.

    Find intake responses and appointment history alongside the client record.

  • Follow-through your team can track.

    Turn the next step into an assigned task after the conversation.

Sign up for free
TAAX AIAppointment confirmed
JPJASON PARKER

Tax consultation

With Alex Morgan

15SEP
Tuesday, September 15

10:30–11:00 AM · Eastern Time

Virtual meeting
Join your meeting
Sample screen · No meeting is launched
A clearer picture of your business

See what’s working.
Plan what comes next.

Use appointment reporting to understand demand, prepare your team, and refine your scheduling.

Appointment volume

Understand how busy your calendar is.

Popular services

See what clients book most often.

No-show patterns

Spot where attendance needs support.

Staff utilization

Plan around your team’s availability.

Good questions, clear answers

Your scheduling questions, answered.

Want to see it in action?

Yes. Share your client link so clients can choose an appointment time online.

Yes. Turn on auto-approval in your calendar settings to approve new bookings.

Yes. Mark specific dates as unavailable for holidays, personal time or internal projects.

Yes. Appointment details show the meeting type, location and assigned employee.

Yes. Employees see their own appointments and receive their own notifications.
Less scheduling. More possibility.

Make room for
better client experiences.

Bring bookings, your team and the rest of your office together with TAAX Pro.

Start Full Access Trial Book a demo